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Cfa Level One Jobs in Boston, MA (NOW HIRING)

Wealth Management Advisor

Cambridge, MA ยท On-site

$100K - $110K/yr

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...

Wealth Management Advisor

Waltham, MA ยท On-site

$100K - $110K/yr

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...

Wealth Management Advisor

Waltham, MA ยท On-site

$100K - $110K/yr

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base ...

Join us, and help clients optimize their tax functions and take strategy to the next level. [1] ... Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ...

Lead Salesforce Software Engineer

Boston, MA ยท On-site

$120 - $225/hr

The position aligns to a senior / lead individual contributor level within Wellington's engineering ... Employees work from the offices 4 days a week with flexibility to work remotely 1 day a week.

We are proud that we've been recognized for being one of the world's most ethical companies and ... Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA ...

Showing results 21-40

Cfa Level One information

See Boston, MA salary details

$42.4K

$99.5K

$145K

How much do cfa level one jobs pay per year?

As of Aug 11, 2026, the average yearly pay for cfa level one in Boston, MA is $99,516.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,800.00 and $113,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a CFA Level One candidate?

To succeed as a CFA Level One candidate, you need a strong grasp of finance, accounting, quantitative methods, and ethical standards, along with a bachelor's degree or equivalent education. Familiarity with financial calculators, spreadsheets, and the CFA Institute's study materials is essential for exam preparation. Attention to detail, analytical thinking, and disciplined time management are standout soft skills for mastering the curriculum. These abilities are crucial to achieving success on the rigorous exam and building a foundation for a career in finance or investment management.

What is CFA Level One?

CFA Level One is the first of three exams offered by the CFA Institute as part of the Chartered Financial Analyst (CFA) credential. This exam tests candidates on foundational knowledge in topics such as ethics, financial reporting, economics, and quantitative methods. Passing Level One is the initial step toward becoming a CFA charterholder, a highly regarded designation in the investment and finance industries. The exam is typically taken by individuals aiming for careers in investment management, equity research, or financial analysis.

What jobs can I apply for with CFA Level One?

With CFA Level One, candidates can apply for entry-level roles such as financial analyst, investment analyst, research associate, or junior portfolio manager. These positions often involve financial analysis, data interpretation, and supporting investment decisions, and may require further CFA levels or related experience for advancement.

What is the difference between Cfa Level One vs Financial Analyst?

AspectCfa Level OneFinancial Analyst
CertificationsRequires passing the CFA Level One examNo specific certification required, but often holds CFA, CPA, or related credentials
Work EnvironmentPrimarily focused on investment analysis, research, and portfolio management supportAnalyzes financial data, prepares reports, and supports investment decisions
Industry UsageUsed in asset management, investment banking, and financial servicesCommon across banking, corporate finance, and investment firms

The CFA Level One is a certification exam that validates foundational knowledge in investment tools and ethics, often pursued by aspiring investment professionals. A Financial Analyst, on the other hand, is a job role that may or may not require CFA certification but involves analyzing financial data to support investment or business decisions. While both are related to finance, CFA Level One is a credential, whereas a Financial Analyst is a position held within various financial sectors.

Can CFA Level One get you a job?

CFA Level One certification can improve job prospects in finance roles such as analyst or investment associate by demonstrating foundational knowledge of investment tools and ethics. However, it is typically considered an entry point, and additional experience or advanced levels are often required for more senior or specialized positions.

What are some common challenges faced by candidates in a CFA Level One analyst position, and how can they be overcome?

CFA Level One Analysts often face the challenge of balancing rigorous exam preparation with their job responsibilities, as the role requires both strong analytical skills and continuous learning. The breadth of content covered by the CFA curriculum can be overwhelming, so effective time management and disciplined study routines are crucial. Additionally, new analysts may find it challenging to apply theoretical knowledge to real-world financial scenarios, which can be addressed by seeking mentorship and engaging in practical projects within the team. Collaboration with colleagues and leveraging available resources can help bridge the gap between academic learning and on-the-job application.
What are popular job titles related to Cfa Level One jobs in Boston, MA? For Cfa Level One jobs in Boston, MA, the most frequently searched job titles are:
What job categories do people searching Cfa Level One jobs in Boston, MA look for? The top searched job categories for Cfa Level One jobs in Boston, MA are:
Infographic showing various Cfa Level One job openings in Boston, MA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $99,516 per year, or $47.8 per hour.

Senior AI Product Manager, AVP - State Street Investment Management

State Street Global Advisors

Boston, MA โ€ข On-site

$80K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Job description

About the Role

State Street Investment Management's Data, Analytics and AI Services team is seeking a Senior AI Product Manager, Assistant Vice President, to help shape and deliver AI-enabled products across the investment management business. This role will serve as a critical bridge between business functions and AI engineering teams, translating business workflows, pain points, and opportunities into scalable AI product capabilities that drive measurable business impact. The successful candidate will combine deep asset management domain expertise, strong product management experience, and a practical understanding of AI capabilities, including machine learning, generative AI, and agentic AI. The role will partner closely with business stakeholders, AI engineers, data scientists, and financial engineers to support the firm's AI transformation across investment, product, client, finance, and operations functions.

Key Responsibilities

  • Partner with business stakeholders to understand current workflows, identify pain points and opportunities, and reimagine ways of working through the effective integration of AI capabilities.
  • Translate business problems into AI product lines, reusable feature sets, and scalable service capabilities that improve efficiency and support enterprise-wide adoption.
  • Assess competitor, big tech, and fintech AI offerings to identify emerging capabilities, inform the product roadmap, and enhance the firm's AI product portfolio.
  • Lead AI product implementation using Agile methodologies, manage roadmap execution and delivery milestones, and accelerate release cycles from concept through production.
  • Review and validate deliverables from AI engineering, data science, and financial engineering teams, providing detailed feedback to support rapid iteration and high-quality product outcomes.
  • Demonstrate new product capabilities, communicate release milestones and business impact, and manage stakeholder expectations throughout the product lifecycle.
  • Coordinate day-to-day execution across onshore and offshore AI engineering, data science, and financial engineering teams to ensure effective communication, prioritization, and delivery.

Required Qualifications

  • Master's degree in computer science, engineering, finance, or a related quantitative discipline.
  • 10+ years of experience in asset management, with exposure to one or more of the following areas: portfolio management, trading, sales, client relationship management, product research, finance, or operations.
  • 7+ years of product management experience in the asset management industry, with hands-on experience designing and implementing technology products across the full product lifecycle.
  • 5+ years of AI engineering or adjacent AI-related experience, with a strong understanding of machine learning, predictive AI, generative AI, and agentic AI capabilities.
  • 3+ years of experience leading technology-enabled transformation initiatives, including program or project management in complex, cross-functional environments.
  • Hands-on experience designing and implementing multi-agent workflows, including human-on-the-loop command patterns and autonomous agentic workflows.
  • Proficiency with modern AI platforms, such as Google Gemini Enterprise and AWS Bedrock, and programming languages such as Python and SQL; familiarity with AI-assisted development tools such as Anthropic Claude Code and GitHub Copilot.

Preferred Qualifications

  • Experience serving as an AI Product Manager within a financial institution.
  • CFA Level II completion (or equivalent certification).

Salary Range:

$80,000 - $140,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.

For a full overview, visit https://hrportal.ehr.com/statestreet/Home.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

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Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.